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Plains All American Pipeline

325 hedge funds and large institutions have $4.05B invested in Plains All American Pipeline in 2023 Q2 according to their latest regulatory filings, with 24 funds opening new positions, 89 increasing their positions, 98 reducing their positions, and 26 closing their positions.

New
Increased
Maintained
Reduced
Closed

85% more call options, than puts

Call options by funds: $123M | Put options by funds: $66.7M

9% more funds holding in top 10

Funds holding in top 10: 1112 (+1)

0.64% less ownership

Funds ownership: 41.81%41.16% (-0.64%)

8% less first-time investments, than exits

New positions opened: 24 | Existing positions closed: 26

9% less repeat investments, than reductions

Existing positions increased: 89 | Existing positions reduced: 98

2% less funds holding

Funds holding: 331325 (-6)

6% less capital invested

Capital invested by funds: $4.33B → $4.05B (-$278M)

Holders
325
Holders Change
-6
Holders Change %
-1.81%
% of All Funds
5.1%
Holding in Top 10
12
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+9.09%
% of All Funds
0.19%
New
24
Increased
89
Reduced
98
Closed
26
Calls
$123M
Puts
$66.7M
Net Calls
+$56.8M
Net Calls Change
+$15.9M
Name Holding Trade Value Shares
Change
Change in
Stake
SIC
176
Samalin Investment Counsel
New York
$286K +$5.6K +424 +2%
N
177
Nuveen
North Carolina
$277K +$5.58K +423 +2%
Thrivent Financial for Lutherans
178
Thrivent Financial for Lutherans
Minnesota
$276K +$21.5K +1,627 +9%
HCM
179
Hengehold Capital Management
Ohio
$275K
KWM
180
Kingsview Wealth Management
Oregon
$275K -$3.96K -300 -2%
TC
181
TownSquare Capital
Utah
$273K +$29.3K +2,219 +13%
CAM
182
Covenant Asset Management
New Jersey
$272K
BTW
183
Boston Trust Walden
Massachusetts
$268K
LF
184
Lee Financial
Texas
$267K
Luther King Capital Management (LKCM)
185
Luther King Capital Management (LKCM)
Texas
$267K
PCM
186
Pointe Capital Management
Michigan
$265K
CI
187
Conning Inc
Connecticut
$264K
RIA
188
Regal Investment Advisors
Michigan
$263K +$4.34K +329 +2%
CIA
189
Capital Investment Advisors
Georgia
$261K -$739 -56 -0.3%
AWM
190
AE Wealth Management
Kansas
$259K -$33.2K -2,515 -12%
ICM
191
Islay Capital Management
Texas
$258K
WS
192
Wedbush Securities
California
$257K -$8.81K -667 -4%
FCI
193
Financial Counselors Inc
Kansas
$255K -$1.32K -100 -0.6%
IFG
194
Independent Financial Group
California
$254K +$39.6K +3,000 +20%
SWM
195
SeaCrest Wealth Management
New York
$244K +$4.58K +347 +2%
PA
196
PFG Advisors
Arizona
$241K -$3.92K -297 -2%
RHDIC
197
R.H. Dinel Investment Counsel
California
$240K
MSCM
198
McElhenny Sheffield Capital Management
Texas
$240K
SWM
199
Spire Wealth Management
Virginia
$232K +$304 +23 +0.1%
DADC
200
D.A. Davidson & Co
Montana
$229K -$5.52K -418 -3%

PAA Hedge Fund Activity: Q2 2023 in Review

325 of the 6,369 institutional investors tracked by Wall St. Rank reported a position in Plains All American Pipeline (PAA) for Q2 2023, worth a combined $4.05B — down 6.4% from $4.33B a quarter earlier.

Sellers outnumbered buyers: 26 funds closed out of PAA and 24 opened new positions — a net loss of 2 holders — while 98 trimmed existing stakes and 89 added.

The largest buyer was Blackstone Inc, adding an estimated $80.9M. The largest seller was ALPS Advisors, cutting an estimated $55.6M.

  • 325 institutional investors held Plains All American Pipeline (PAA) as of Q2 2023, down from 331 in Q1 2023.
  • Funds reported $4.05B of Plains All American Pipeline stock for Q2 2023, down 6.4% quarter-over-quarter.
  • 24 funds opened new Plains All American Pipeline positions in Q2 2023 and 26 closed out, a net change of -2 holders.
  • The largest Plains All American Pipeline buyer in Q2 2023 was Blackstone Inc, an estimated $80.9M added.
  • The largest Plains All American Pipeline seller in Q2 2023 was ALPS Advisors, an estimated $55.6M sold.

Based on aggregated 13F filings for Q2 2023.